See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 53 · EIN 41-0944586 | Insurance Commissions | $7,212 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $6,869 |
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,230 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,207 | $59,263-22.0% | $96,562-52.1% | $79,386-41.8% |
| Participation rate | 38.6% | 61.9%-23.3pp | 69.8%-31.2pp | 70.7%-32.1pp |
| Annual return | 13.29% | 27.07%-13.8pp | 37.78%-24.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $320 | $1,216-73.7% | $2,356-86.4% | $2,427-86.8% |
| Participant deferral / active EE | $1,070 | $2,948-63.7% | $3,849-72.2% | $4,046-73.6% |
| Admin fee / account holder | $78 | $658-88.2% | $6,181-98.7% | $626-87.6% |